Lilac Wealth, LLC
RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1
Firm details
- Headquarters
- Venice, California
- CRD number
- 338463
- Fee structure
- Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lilac Wealth, LLC is a California-registered limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm is individually owned and charges fixed fees for its advisory services. It does not market itself as an ESG-focused manager and does not operate as a multi-state adviser.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
Venice, CA
Los Angeles
Location
Venice, CA
Headquartered in Venice, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 816 Venezia Ave
- Time zone
- PT (UTC-8)
- Office locations